OpenAI Secures Korean DRAM Supply For Stargate
Samsung and SK Hynix agree to target 900,000 monthly DRAM wafer starts by 2029 as part of the Stargate Korea buildout.
Deal overview and participants
OpenAI expanded its Stargate infrastructure program through agreements with Samsung Electronics and SK Hynix on October 1. The plan includes high‑bandwidth DRAM supply at unprecedented scale and two South Korea data centers under a Stargate Korea initiative. Leaders met in Seoul prior to the announcement.
Scale, timing, and economics
The letters of intent target 900,000 DRAM wafer starts per month by 2029, a volume that approaches 40 percent of global DRAM output. Depending on market cycles, analysts estimate the commitment could exceed 100 trillion won, roughly 70 billion dollars. These figures underscore an AI …
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